Contents

Title and Copyright Information

Preface

1 About This Guide

2 Signing In and Getting Ready

3 Setup Task Overview

4 Creating Setup Users

5 Setting Up the Accounting Calendar and Corporate Currency

6 Setting Up Geography Data

7 Configuring Search

8 Getting Ready to Create Sales Users

9 Creating Sales Users in the UI

10 Importing Users from a File

11 Creating Your Sales Catalog

12 Importing Accounts and Contacts

13 Configuring Opportunity Behavior

14 Setting Up Competitors

15 Setting Up Oracle Social Network

16 Setting Up Sales Territories and Assignment

17 Setting Up Sales Quotas

18 Setting Up Forecasting

19 Getting Started with Sales Prediction

20 Setting Up Microsoft Outlook

21 Setting Up Mobile Applications

Glossary